+35.1%
LMT vs ZS
+2.4%
+32.7%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +2.6% | -4.7% | -2.2% |
| 7D | -1.3% | -3.8% | +2.5% | -1.3% |
| 30D | -12.5% | -6.0% | -6.5% | -12.5% |
| 3M | -0.5% | +32.0% | -32.5% | -0.2% |
| 6M | -20.0% | +2.1% | -22.2% | -19.8% |
| YTD | +10.4% | -26.2% | +36.5% | +10.6% |
| 1Y | +17.7% | -41.2% | +58.9% | +18.3% |
| All | +35.1% | +2.4% | +32.7% | +29.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ZS.
Daily Out/Under-Performance
Portfolio return minus ZS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded ZS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling